LJI Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

LJI Wealth Management’s Portfolio EEM Stock Details EEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$507K	Sell	7,412 -2,600	-26%	-$170K	0.07%	113
2026 Q1	$569K	Hold	10,012	–	–	0.09%	90
2025 Q4	$548K	Hold	10,012	–	–	0.08%	102
2025 Q3	$535K	Hold	10,012	–	–	0.09%	84
2025 Q2	$483K	Sell	10,012 -55	-0.5%	-$2.47K	0.08%	93
2025 Q1	$440K	Sell	10,067 -253	-2%	-$11K	0.09%	95
2024 Q4	$432K	Sell	10,320 -467	-4%	-$20.7K	0.09%	103
2024 Q3	$495K	Hold	10,787	–	–	0.1%	107
2024 Q2	$459K	Hold	10,787	–	–	0.1%	104
2024 Q1	$443K	Hold	10,787	–	–	0.11%	87
2023 Q4	$434K	Buy	10,787 +4,422	+69%	+$171K	0.11%	97
2023 Q3	$242K	Hold	6,365	–	–	0.07%	142
2023 Q2	$252K	Sell	6,365 -1,042	-14%	-$41K	0.07%	135
2023 Q1	$292K	Buy	7,407 +1,000	+16%	+$39.8K	0.09%	114
2022 Q4	$243K	Buy	+6,407	New	+$236K	0.09%	119

Other funds holding EEM

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LJI Wealth Management's EEM Position: Q2 2026 in Review

LJI Wealth Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 26% in Q2 2026, selling an estimated $170K and leaving 7,412 shares worth $507K. The position accounts for 0.07% of the portfolio, ranked #113.

LJI Wealth Management first reported a position in EEM in Q4 2022 and has held it in 15 quarters since. The position peaked at $569K in Q1 2026. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

LJI Wealth Management held 7,412 shares of iShares MSCI Emerging Markets ETF worth $507K as of Q2 2026.
LJI Wealth Management sold 2,600 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $170K.
iShares MSCI Emerging Markets ETF made up 0.07% of LJI Wealth Management's portfolio in Q2 2026, its #113 holding.
LJI Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
LJI Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $569K in Q1 2026.
1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.